September 2023 Monthly Release - 20.11.62 (August 25)

EFIN-95480

Advanced Workflow Tracking Requester Name

On the System Administration, Workflow, Advanced Workflow Tracking page, on the Submission Errors and Workflow Errors tabs, the Requester will appear in FirstName LastName format. Previously, it displayed as FirstName, LastName with a comma between first and last names. The comma has been removed.

EFIN-82439

Employee Expense Reimbursement Form changes

The following changes have been made on the Employee Expense Reimbursement form:

• When an employee enters a new Expense Reimbursement form, the Reimbursable field now defaults to Yes. Previously it defaulted to No.

• When an employee selects an Expense Category, a new empty row now appears on the form. The form saves if the row is left empty or deleted.

• The Options (three dots) menu now has the following options:

  • Add Attachment

  • Delete Attachment

  • Comments

  • Delete Row

EFIN-106513

Enhanced Message when Add User Fails

In System Administration, Administration, Security, on the Users page, when an administrator adds a new user to the database and the record is orphaned during the add process, it can cause a situation where there is no user record created, but user views or other schema are captured. The Add User process fails and errors occur if the administrator repeats the attempt to add the same user. The messaging has been enhanced to provide error numbers and specific messages that will help the Support team to resolve the issue so that the user can be added to the database.

EFIN-106283

Browser Icon Change

The icon that appears on a browser tab (sometimes referred to as a Favicon) for Compliance reports has been updated to the current PowerSchool logo. Previously, the browser tab for some reports displayed an older logo with a different design. The Favicon will now be more consistent on tabs.

EFIN-105208

New Employee Access Center (EAC) Calendar Missing Month

In the New EAC Calendar, there was a display issue when an employee pay rate start date fell on the last day of a month if the following month did not have the same number of days. The next month was not displayed. For example, if the pay rate start date was August 31, since September has 30 days, the calendar did not display September. This has been resolved.

EFIN-104324

Track Activities Advanced Search Fatal Error

On the Human Resources, Track Activities (Personnel Activity Tracker) page if a user performed an advanced search and navigated between the search results a fatal error would occur under certain conditions. This has been resolved.

EFIN-104237

Employee Activity History Does Not Capture All Pay Rate Data Changes

In Human Resources, Employee Information, History, the Activity History (Employee Activity) page has improved logging when changes are made to an employee pay rate. Previously, when the pay rate range and step were changed from blank to a value it was not being logged.

EFIN-104010

Void Student Activities Posted Check Request Before a Check Is Produced

On the Student Activities, Activity Detail Register page, when an Accounts Payable check is posted from the Student Activities module, the check is added to the Posted Balance and appears in the Posted list with no assigned Check Number.

Check requests with no assigned check number cannot be voided from the Posted list on the Activity Detail Register. If a check request needs to be voided and has already been posted through to Change Accounts Payable, search for the record on the Change Accounts Payable page and change the Amount to 0.00. After the record is saved with the Amount 0.00, when checks are processed matching the request criteria and the user selects Include Student Activities, the record is removed from Change Accounts Payable, and the request is marked as Void on the Activity Detail Register.

The message that appears if a user tries to void a check request with no check number has been updated to direct the user to follow these directions to edit the Amount on the Change Accounts Payable record to 0.00.

Previously, a message appeared: Student record transaction not found.

The message did not provide enough information to resolve the issue. The resolution has not changed, but the message has been updated to provide more detail.

EFIN-103836

Batch Accounts Payable Edit Report Headers Consistent for All Sort Options

On the Fund Accounting, Batch Accounts Payable page, when an edit report was printed for a single or multiple batches, a column title was not consistent across the three sort options. A different title appeared when sorted by Vendor Name. This has been resolved and the column titles are consistent for all sort options.

EFIN-103604

New Employee Access Center (EAC) Calendar Future Leave Not Displayed

In new EAC, when employees entered leave requests for dates in the next fiscal year, the requests did not appear on the leave calendar. This has been resolved.

EFIN-103446

New Employee Access Center (EAC) Leave Page Disclaimers

In new EAC, if an administrator added text on the Administration, Disclaimers page for Identifiers 2 - Leave Calendar Page, 7 - Leave Banks Page, and 28 - Leave Requests Page, the text did not appear on the respective pages and tabs as expected. This has been resolved.

• The disclaimer for Leave Calendar appears on the Leave Information page on the Calendar tab.

• The disclaimer for Leave Banks appears on the Leave Information page on the List tab.

• The disclaimer for Leave Requests appears when the employee selects Create Leave Request.

EFIN-103433

Smartfind Express (SFE) Integration: Long Term Substitute Business Rules Were Not Applied

In Human Resources, Pay Run Processing, Long Term Substitute business rules were not applied for timecards created from SFE integration records. The integration validation was checking for an unnecessary flag value and caused the issue. This has been resolved.

EFIN-101819

Employee Access Center (EAC) Expense Reimbursement Attachments

In legacy and new EAC, for Expense Reimbursement requests there was an issue that prevented attachments from displaying and downloading from the list and detail pages. This has been resolved.

EFIN-101118

New Employee Access Center (EAC) Calendar Missing a Month

On the Human Resources, Reference Tables, Calendars page, if the day of the month value for a calendar start date was a later day of the month than the calendar end date, the leave calendar in new EAC did not display the month in which the end date occurred and employees could not enter leave requests for that month. For example, if a Calendar record had a start date of 8/24/2022 and an end date of 06/16/2023, the month of June did not display because the end day value of 16 is less than the start day value of 24. This has been resolved and the leave calendar will display all months associated with the calendar record.

EFIN-100901

Batch Position Control Add New Position Field Allows Select Special Characters

Batch Position Control has been updated to allow space, dash (hyphen), and & (ampersand) characters in the position field.

EFIN-100860

Advanced Workflow Bulk Approve or Deny

Using Advanced Workflow for Expenses, Job Postings, Leave Requests, and Termination Requests, if a user selected multiple items and performed a bulk action Approve or Deny, no success message would appear and the page did not refresh to display the results of the action, as occurs when a single item is processed. This has been resolved. A confirmation message appears and the page refreshes to display remaining items that still require action.

EFIN-100380

Favorites Group Including Task List Menu Item

On My Dashboard, if a user set up a Favorites Group and added the menu item System Administration, Workflow, Task List, the menu item was not saved to the Favorites Group. If it was the only item selected, it did not create a new panel on the dashboard. This has been resolved and the Task List menu item can be added to a Favorites Group on My Dashboard.

EFIN-99491

Posting Details Add Post Position and Job Class Selections

An issue was identified when the Human Resources, Reference Tables, Payroll, Position Types table contained only one record.

On the Human Resources, Posting Requisitions, Job Posting Overview page, when a user would add a new record on the Posting Details page, if there was only one Position Type to be selected (populated by the reference table), the Job Class field did not provide menu options. The Job Class field is required so the new record could not be saved. This has been resolved.

EFIN-99378

New Employee Access Center (EAC) Display of Certifications and Licenses

In new EAC, the Certifications and Skills / Interests page was reading only the first four characters of a Certification Area code, but the reference table code allows up to six characters. This caused some items to display inaccurate values. This has been resolved.

EFIN-105451

941 Quarterly Federal Tax Report: Added Void Checks List

The 941 Quarterly Federal Tax Report previously produced a list of voided checks at the end of the report. This feature sometimes caused the report to continuously generate records, so the list was temporarily removed.

The voided check list has been added back, and is produced as a separate PDF or Excel report following the main report, if voided checks were included.